I help families make and save money, protect their income, retire sooner than later, and send their kids to college and find a loan suitable for their mortgage. A complete x-ray to help set up a proper game plan. I do this by excelling in gathering client information and rendering investment advice to individuals. I also work with small business owners who have employees without any kind of retirement services. I can provide the services to the employees, allowing the owner to retain key… Show more I help families make and save money, protect their income, retire sooner than later, and send their kids to college and find a loan suitable for their mortgage. A complete x-ray to help set up a proper game plan. I do this by excelling in gathering client information and rendering investment advice to individuals. I also work with small business owners who have employees without any kind of retirement services. I can provide the services to the employees, allowing the owner to retain key employees and attract preferred candidates. Show less

Oversee the ongoing operations. Responsible for the efficiency of the business. One of the main responsibilities is to coordinate and oversee the proper handling of the manufacturing, aging, distribution of cigars to the warehouse and the final distribution to all authorized vendors. Design and implement business strategies, set goals for comprehensive goals.

Proactively facilitate business clients to build, grow or acquire the expansion of their business model through the resources and partnerships at Comerica bank. Tailoring our relationships through the products and services provided in all aspect of the financial industry including our lending and wealth management.

Managing assigned customers and proactively meeting with them – in person and over the phone – to build lasting relationships, discover financial needs and tailor product and service recommendations. Partnering with Specialists (JP Morgan Financial Advisors, Chase Private Client Bankers, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs.

While running NOCFC, I was responsible for leadership and day to day operations. Secured elite partnerships with experts in the field to provide the most comprehensive training of any club in the surrounding area. Partnerships included Under Armour, Gatorade, Beastmode Soccer, Toque Futsal, A.T.C. Speed and Agility Athletic Training Compound, Albert Bartolini MS, CSCS, USATF LEVEL 1 and professor at CSUF and team skills training from SWAP (Soccer With A Purpose) which the was the Mexican… Show more While running NOCFC, I was responsible for leadership and day to day operations. Secured elite partnerships with experts in the field to provide the most comprehensive training of any club in the surrounding area. Partnerships included Under Armour, Gatorade, Beastmode Soccer, Toque Futsal, A.T.C. Speed and Agility Athletic Training Compound, Albert Bartolini MS, CSCS, USATF LEVEL 1 and professor at CSUF and team skills training from SWAP (Soccer With A Purpose) which the was the Mexican Women’s National Team Assistant Coach. Show less

Premier financial services associate marketing investments, insurance and various other financial products. Created centers of influence as resources for new opportunity. Provided clients with a positive experience by offering the highest level of service as well as impacting their financial future to build lasting relationships. Built a business for myself with the help of World Financial Group and the backing of Aegon.

Proactively sourced, acquired, expanded and retained customer relationships by maximizing sales opportunities. Ensured a satisfying customer experience for all new and existing clients. Networked with banks partners (Commercial Banking, Mortgage, CitiGold, Private Wealth Management) and community organizations to acquire new clients to deliver financial solutions and grow the business with accounts, insurance, investments, all credit and lending related products including SBA loans, commercial… Show more Proactively sourced, acquired, expanded and retained customer relationships by maximizing sales opportunities. Ensured a satisfying customer experience for all new and existing clients. Networked with banks partners (Commercial Banking, Mortgage, CitiGold, Private Wealth Management) and community organizations to acquire new clients to deliver financial solutions and grow the business with accounts, insurance, investments, all credit and lending related products including SBA loans, commercial building financing and equipment loans. Show less

As a banker, engaged customers in the lobby to assist with financial transactions and deepen relationship by uncovering financial needs and recommending the best products, services and solutions to meet those needs. As a customer Service Specialist, my role was assistant manager focusing on the needs of the clients and incorporating new ideals based on direct communication with customers in the lobby and following up with their concerns to create a positive atmosphere in the financial center.